First Trust Advisors LP Purchases in Q1 2025

First Trust Advisors LP

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RNST
Renasant Corp

Financial Services
15.2K
+ 19.32%
$33.29 - $39.39 $506K - $599K
93.9K $3.19M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
28.9K
+ 33.36%
$13.1 - $13.52 $378K - $391K
115K $1.52M
UTZ
Utz Brands, Inc.

Consumer Defensive
26K
New
$13.18 - $15.15 $343K - $394K
26K $366K
SMLR
Semler Scientific, Inc.

Healthcare
10K
New
$32.62 - $64.94 $326K - $650K
10K $362K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.75K
+ 2.36%
$50.82 - $52.7 $191K - $198K
163K $8.55M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
794
+ 19.78%
$272.79 - $355.88 $217K - $283K
4.81K $1.59M
PLUS
Eplus Inc

Technology
10.4K
+ 47.19%
$61.03 - $82.23 $633K - $852K
32.3K $1.97M
VRIG
Invesco Actively Managed ETF F

ETFs
14.1K
+ 14.35%
$25.06 - $25.19 $354K - $356K
113K $2.82M
USPH
U S Physical Therapy Inc

Healthcare
5.8K
+ 127.85%
$71.93 - $90.88 $417K - $527K
10.3K $748K
FLEX
Flex Ltd.

Technology
13.4K
+ 71.33%
$32.92 - $44.46 $442K - $597K
32.3K $1.07M
GABC
German American Bancorp, Inc.

Financial Services
16.6K
+ 17.25%
$37.21 - $41.71 $619K - $694K
113K $4.24M
PAAS
Pan American Silver Corp

Basic Materials
570
+ 1.01%
$20.61 - $26.7 $11.7K - $15.2K
57K $1.47M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
16.6K
+ 34.9%
N/A
64K $1.25M
XLI
Industrial Sector Spdr

ETFs
2.57K
+ 12.68%
$128.78 - $141.67 $330K - $363K
22.8K $2.99M
WD
Walker & Dunlop, Inc.

Financial Services
6.71K
+ 31.55%
$82.09 - $96.76 $551K - $649K
28K $2.39M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.52K
New
$48.06 - $53.73 $314K - $351K
6.52K $318K
PLPC
Preformed Line Products CO

Industrials
242
+ 1.08%
$120.05 - $152.34 $29.1K - $36.9K
22.7K $3.18M
MKSI
Mks Instruments Inc

Technology
3.88K
New
$78.89 - $122.69 $306K - $475K
3.88K $310K
DEA
Easterly Government Properties, Inc.

Real Estate
42.5K
+ 21.66%
$10.26 - $11.77 $437K - $501K
239K $2.53M
GIL
Gildan Activewear Inc.

Consumer Cyclical
12.5K
+ 13.72%
$44.19 - $55.09 $553K - $689K
104K $4.58M
ETNB
89bio, Inc.

Healthcare
40.3K
New
$6.18 - $11.66 $249K - $470K
40.3K $292K
SKY
Skyline Champion Corp

Consumer Cyclical
2K
+ 13.34%
$85.72 - $108.14 $172K - $217K
17K $1.61M
TFC
Truist Financial Corp

Financial Services
142K
+ 5.7%
$39.48 - $48.15 $5.61M - $6.84M
2.64M $108M
VEA
Vanguard Ftse Developed Market

ETFs
3.58K
+ 10.36%
$47.4 - $52.99 $170K - $190K
38.2K $1.94M
JELD
Jeld Wen Holding, Inc.

Industrials
62.4K
+ 160.93%
$5.46 - $9.88 $341K - $616K
101K $603K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
16.6K
+ 81.63%
$18.47 - $21.1 $306K - $350K
36.9K $681K
TR
Tootsie Roll Industries Inc

Consumer Defensive
9.49K
+ 30.61%
$30.44 - $32.85 $289K - $312K
40.5K $1.27M
SMPL
Simply Good Foods CO

Consumer Defensive
15.3K
+ 26.37%
$32.98 - $39.5 $504K - $604K
73.3K $2.53M
XPEL
Xpel, Inc.

Consumer Cyclical
16.1K
+ 81.88%
$29.38 - $44.62 $473K - $719K
35.8K $1.05M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.58K
+ 15.91%
$78.0 - $84.37 $279K - $302K
26.1K $2.08M
CBRE
Cbre Group, Inc.

Real Estate
2.03K
+ 13.07%
$121.79 - $147.13 $247K - $299K
17.6K $2.3M
VNQ
Vanguard Specialized Funds Van

ETFs
2.79K
+ 93.38%
$85.55 - $94.34 $239K - $264K
5.79K $523K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.34K
+ 19.09%
$164.86 - $182.19 $220K - $243K
8.33K $1.42M
LGOV
First Tr ETF Iv Long Duration

ETFs
4.53K
+ 1.92%
$20.41 - $21.7 $92.4K - $98.2K
240K $5.17M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
14.4K
+ 20.17%
$12.82 - $13.57 $185K - $196K
85.8K $1.16M
HAL
Halliburton CO

Energy
91.5K
+ 8.04%
$24.15 - $29.9 $2.21M - $2.74M
1.23M $31.2M
ODP
Odp Corp

Consumer Cyclical
52.1K
+ 87.49%
$14.31 - $24.81 $746K - $1.29M
112K $1.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.29K
+ 4.16%
$100.32 - $100.76 $229K - $230K
57.2K $5.75M
IMO
Imperial Oil LTD

Energy
619
+ 3.35%
$62.41 - $73.34 $38.6K - $45.4K
19.1K $1.38M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
17.8K
+ 48.96%
$11.34 - $12.23 $202K - $218K
54.3K $663K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
239K
+ 33.58%
$8.92 - $11.7 $2.13M - $2.8M
952K $8.6M
PCH
Potlatchdeltic Corp

Real Estate
3.27K
+ 21.76%
$38.35 - $47.34 $125K - $155K
18.3K $825K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
28.3K
+ 18.42%
$30.79 - $38.48 $870K - $1.09M
182K $5.8M
NAVI
Navient Corp

Financial Services
30.6K
+ 13.34%
$12.63 - $14.66 $387K - $449K
260K $3.29M
XLY
Select Sector Spdr Consumer Di

ETFs
3.38K
+ 20.89%
$192.6 - $233.2 $650K - $788K
19.5K $3.86M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
559
+ 1.98%
$63.07 - $73.5 $35.3K - $41.1K
28.8K $2.02M
EFC
Ellington Financial Inc.

Real Estate
14.9K
+ 67.73%
$12.08 - $14.35 $181K - $214K
37K $490K
FDVV
Fidelity High Dividend ETF

ETFs
4.51K
New
$48.86 - $52.28 $220K - $236K
4.51K $223K
RCII
Rent A Center Inc De

Industrials
8.36K
+ 11.81%
N/A
79.1K $2.11M
Activity Summary
Buys All Purchases 1272 New Holdings 113 Increased Positions 1159 Sells All Sells 1254 Reductions 1254 Sold out 0 Options Calls 0 Puts 0
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